04/03/2025
Matthew Greninger said: “Gresham has built an outstanding reputation in global financial markets and is highly respected by customers and by competitors.
04/03/2025
New Managing Director for iPipeline UK will join the Executive Leadership Team in shaping future growth strategies
04/03/2025
The appointment reflects rising demand for technology that enables goal-based, personalised financial planning at scale.
04/03/2025
She joins from Robeco, where she was promoted just last year.
04/03/2025
As Head of the Wealth Management Department, he will be responsible for the Private Banking and Wealth Services divisions, as well as the bank's Investment Office.
04/03/2025
Zeno Staub and Bank Vontobel – there seems to be a strong mutual attraction.
04/03/2025
In his new role, Edmund will focus on distributing GAM’s award-winning multi-asset investment solutions to institutional and wholesale clients across Switzerland.
04/03/2025
He will play a key role in driving financial resilience, optimising capital efficiency, supporting business growth
04/02/2025
Paul McNamara announces his retirement after 28 years in asset management
04/02/2025
Michael Diamantopoulos spent two decades at Ninety One before exiting last year
04/02/2025
The Swiss insurer announced this on Wednesday.
04/02/2025
Herbert Scheidt, previously Vice Chairman of the Board of Directors, has been appointed as the new Chairman.
04/02/2025
CEO Euan Munro and CIO Mitesh Sheth leaving the firm
04/02/2025
Gil Platteau, who also worked for Northern Trust Switzerland and Mercer Global Investments Europe, has joined Harrington Cooper.
04/02/2025
Hood, the former Group CEO of Responsible Life, will take over the leadership of Guardian’s Executive Team.
04/02/2025
Christian Trixl is to take on a role as partner at Investment Associates in addition to his senior adviser position at The Good Guys Company.
04/02/2025
Gavin Wood replaces Ian White as managing director of the boutique as it completes the purchase of Suffolk-based financial planning firm Green Rose
04/01/2025
These promotions span a variety of service lines, and they reflect not only the individual achievements of Oak's team members but also the organisation’s long-term commitment to professional growth and development.
04/01/2025
All of the newly-promoted partners are experienced private bankers.
04/01/2025
The election of a new Board member underscores this ambition.